PATRICK M SWEENEY & ASSOCIATES, INC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PATRICK M SWEENEY & ASSOCIATES, INC on CVX, newest first. How the timeline and the estimate are built.

PATRICK M SWEENEY & ASSOCIATES, INC held 3,942 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 3,942 shares
Change vs previous 13F -48 shares
0.38% of the 13F portfolio, value $653,364.
13F-HR 0002010453-26-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,990 shares
Change vs previous 13F +1 shares
0.53% of the 13F portfolio, value $825,569.
13F-HR 0002010453-26-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,989 shares
Change vs previous 13F +247 shares
0.38% of the 13F portfolio, value $607,924.
13F-HR 0002010453-26-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,742 shares
Change vs previous 13F +107 shares
0.38% of the 13F portfolio, value $581,099.
13F-HR 0002010453-25-000007 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,635 shares
Change vs previous 13F +135 shares
0.37% of the 13F portfolio, value $539,383.
13F-HR 0002010453-25-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,500 shares
Change vs previous 13F +72 shares
0.44% of the 13F portfolio, value $585,497.
13F-HR 0002010453-25-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,428 shares
Change vs previous 13F +2 shares
0.37% of the 13F portfolio, value $496,501.
13F-HR 0002010453-25-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,426 shares
Change vs previous 13F not available
0.37% of the 13F portfolio, value $504,557.
13F-HR 0002010453-24-000005 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).